PFG Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
8,811
+651
| +8% | +$192K | 0.12% | 168 |
|
|
2025
Q1 | $2.03M | Sell |
8,160
-47
| -0.6% | -$11.7K | 0.11% | 218 |
|
|
2024
Q4 | $1.8M | Buy |
8,207
+347
| +4% | +$76.3K | 0.11% | 205 |
|
|
2024
Q3 | $1.74M | Buy |
7,860
+1,642
| +26% | +$363K | 0.11% | 208 |
|
|
2024
Q2 | $1.08M | Buy |
6,218
+589
| +10% | +$102K | 0.07% | 283 |
|
|
2024
Q1 | $1.07M | Buy |
5,629
+422
| +8% | +$80.6K | 0.08% | 272 |
|
|
2023
Q4 | $852K | Sell |
5,207
-653
| -11% | -$107K | 0.07% | 296 |
|
|
2023
Q3 | $822K | Sell |
5,860
-11
| -0.2% | -$1.54K | 0.07% | 277 |
|
|
2023
Q2 | $786K | Buy |
5,871
+110
| +2% | +$14.7K | 0.06% | 327 |
|
|
2023
Q1 | $755K | Buy |
5,761
+1,472
| +34% | +$193K | 0.06% | 321 |
|
|
2022
Q4 | $604K | Buy |
4,289
+123
| +3% | +$17.3K | 0.06% | 325 |
|
|
2022
Q3 | $495K | Buy |
4,166
+359
| +9% | +$42.7K | 0.06% | 324 |
|
|
2022
Q2 | $538K | Buy |
3,807
+239
| +7% | +$33.8K | 0.06% | 240 |
|
|
2022
Q1 | $464K | Sell |
3,568
-649
| -15% | -$84.4K | 0.05% | 279 |
|
|
2021
Q4 | $564K | Sell |
4,217
-158
| -4% | -$21.1K | 0.06% | 330 |
|
|
2021
Q3 | $581K | Sell |
4,375
-8
| -0.2% | -$1.06K | 0.06% | 312 |
|
|
2021
Q2 | $614K | Buy |
4,383
+83
| +2% | +$11.6K | 0.07% | 294 |
|
|
2021
Q1 | $548K | Buy |
4,300
+857
| +25% | +$109K | 0.07% | 284 |
|
|
2020
Q4 | $414K | Buy |
3,443
+245
| +8% | +$29.5K | 0.07% | 262 |
|
|
2020
Q3 | $379K | Buy |
3,198
+166
| +5% | +$19.7K | 0.07% | 261 |
|
|
2020
Q2 | $343K | Buy |
3,032
+749
| +33% | +$84.7K | 0.08% | 235 |
|
|
2020
Q1 | $263K | Buy |
2,283
+239
| +12% | +$27.5K | 0.07% | 242 |
|
|
2019
Q4 | $264K | Sell |
2,044
-265
| -11% | -$34.2K | 0.06% | 256 |
|
|
2019
Q3 | $308K | Buy |
2,309
+107
| +5% | +$14.3K | 0.09% | 239 |
|
|
2019
Q2 | $319K | Buy |
2,202
+406
| +23% | +$58.8K | 0.09% | 235 |
|
|
2019
Q1 | $241K | Buy |
1,796
+46
| +3% | +$6.17K | 0.07% | 244 |
|
|
2018
Q4 | $228K | Buy |
+1,750
| New | +$228K | 0.07% | 256 |
|